| 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 煤炭 | 1.55 | 162.16 | 61.42 | 陕西黑猫 | 10.12 | | 石油石化 | 1.13 | 133.84 | 7.85 | 恒力石化 | 4.63 | | 公用事业 | 0.58 | 240.18 | 13.03 | 深圳能源 | 9.96 | | 社会服务 | 0.22 | 90.54 | 21.04 | 国缆检测 | 20.00 | | 交通运输 | 0.22 | 181.20 | 5.84 | 秦港股份 | 10.14 | | 银行 | 0.02 | 290.88 | 64.27 | 邮储银行 | 4.01 | | 家用电器 | -0.15 | 189.97 | -9.13 | 亿田智能 | -6.98 | | 非银金融 | -0.15 | 269.65 | -6.27 | 中油资本 | -2.85 | | 传媒 | -0.17 | 269.62 | 7.39 | 星辉娱乐 | -7.0 ...

记者 吴丹璐 上海经济展现强大韧性与活力，为全年经济的稳健增长奠定了坚实基础，也为上海"十四五"的顺利 收官注入了强劲动能。昨天，上海发布前三季度经济数据，5.5%的GDP增速高于全国水平，超出了市 场预期。阶梯向上的不止GDP数据。从前三季度数字来看，上海的工业、金融业、信息服务业、批发零 售业、住宿餐饮业等行业指标都较上半年出现明显改善。 前三季度，上海市第三产业增加值同比增长5.9%。其中，信息传输、软件和信息技术服务业增加 值5277.43亿元，同比增长15.5%；金融业增加值6965.27亿元，增长9.8%；交通运输、仓储和邮政业增 加值1476.75亿元，增长5.2%；租赁和商务服务业增加值3274.66亿元，增长3.2%。 前三季度，上海市固定资产投资同比增长6.0%；社会消费品零售总额12302.77亿元，同比增长 4.3%，增速比上半年提高2.6个百分点。 前三季度，上海市主要金融市场成交额同比增长12.7%；上海市地方一般公共预算收入6555.68亿 元，同比增长1.0%；地方一般公共预算支出6876.39亿元，增长8.0%。 前三季度，上海市居民消费价格（CPI）与上年同期持平，较上半年 ...

Market Overview - Global equity and bond markets experienced an overall increase in Q3 2025, with domestic indices like ChiNext and Sci-Tech 50 leading the gains [1] - The A-share market showed strong performance, particularly in the technology TMT and advanced manufacturing sectors, which rose by 37.2% and 27.1% respectively [1] - The trading logic for the market is influenced by reduced policy disturbances from the US government, alleviated growth and inflation concerns, and a favorable liquidity environment [1] Macro Analysis - The US economy is expected to grow by 1.8% in 2025, a significant decrease from the nearly 3% growth rate of the previous three years, but still away from recession [2] - Inflation in the US remains under control, with the core PCE expected to rise moderately starting mid-2025 [2] - The Federal Reserve's recent interest rate cuts are anticipated to support economic resilience in the US [3] Chinese Economy - Domestic demand has weakened, while external demand remains stable, with industrial output growth slowing in July and August [4] - Fixed asset investment shows stable demand, but new home sales are still poor, and the unemployment rate has slightly increased [5] - Inflation in China is showing signs of improvement, with PPI declines expected to narrow [6] Asset Analysis - Bond yields have risen significantly in Q3, driven by pressures on the liability side, with long-term rates increasing more than short-term rates [7] - The bond market is expected to return to being driven by economic fundamentals after the release of liability pressures [7] - The credit environment remains relatively loose, with a slight increase in social financing growth [6] A-share Market - The A-share market has shown a strong upward trend, with significant capital inflows and a focus on the technology TMT sector [11] - Earnings expectations for Q3 are stable, but there may be high base pressure in Q4 [11] - The overall market valuation has exceeded historical averages, indicating potential volatility [11] Investment Strategy - The recommendation is to overweight equities while maintaining a standard allocation to bonds, focusing on sectors with high growth potential such as AI and semiconductors [15] - For bonds, a balanced approach is suggested, with an emphasis on short to medium-term high-yield options [16] - In the A-share market, a more balanced allocation strategy is advised, considering the recent significant gains [17]

生态环境保护督察制度 实施 10年来 四川累计整改突出生态环境问题 44755 个 2018 - 国家移交了6 3批次j मेर C 已完成枣 "四川在举一反三排查整治基础上，实施全覆盖动态核查，推动一大批群众关切的突出问题整改见效，形成修复与监管并重的治理新路径。"生态环境厅 副厅长刘华太介绍，特别是群众关注的雅安市固体废物侵占大渡河岸线、德阳市三水镇违规倾倒固体废物、广元市硬头河水产种质资源保护区生态破坏严重 等一批突出问题，整改成效明显。 例如，第三轮中央生态环境保护督察指出雅安市存在"大渡河岸线被固体废物侵占"问题。对此，雅安市副市长曾琦介绍，以督察整改为契机，雅安清理 弃渣19.48万立方米、恢复河道26.8亩，并将整治范围扩大至全市124条河流，推出打桩定界、智慧巡查、网格参与等岸线保护"八条措施"，构建起系统化、 智慧化的河湖监管体系。 德阳市则在处置"三水镇违规倾倒8万立方米垃圾"问题中，探索出"发现—移交—整改—销号"全流程机制，推动建筑垃圾治理从被动整改转向主动治 理。 国家 长江黄河 整改 | | 剩余3个. | | --- | --- | | 中央环保督察问题 | | | 整改情况 | ...

Market Performance - The three major U.S. stock indices opened mixed, with the Dow Jones down 0.03%, Nasdaq down 0.1%, and S&P 500 up 0.07% [1] - Texas Instruments fell over 9% due to fourth-quarter earnings expectations below analyst forecasts, while Netflix dropped over 7% [1] - Beyond Meat, the first public company in the plant-based meat sector, surged 70%, with a cumulative increase of approximately 600% over the past three trading days [1] - Gold stocks declined, with Harmony Gold down over 4% and Golden Valley down over 2% [1] Technology Developments - Samsung and Google launched the Galaxy XR mixed reality device, priced at $1,799, which is about half the price of Apple's Vision Pro [2] - The Galaxy XR features real-time multimodal conversations with Google's Gemini AI and offers additional benefits for users who order by the end of the year [2] Apple Production Adjustments - Apple is reportedly significantly reducing production orders for the iPhone Air to near "halt" levels while increasing orders for other iPhone 17 models [3] - The overall production forecast for the iPhone 17 series remains between 85 million and 90 million units due to unexpectedly strong demand [3] Autonomous Vehicle Testing - Baidu announced plans to begin Robotaxi road tests in Switzerland by the end of the year in collaboration with PostBus, a subsidiary of Swiss Post [4] - The companies aim to launch the world's first steering wheel-free Robotaxi service to the public by 2027 [4] Executive Compensation - Microsoft's CEO Satya Nadella's total compensation for the fiscal year 2025 increased by 22% to $96.5 million (approximately 687 million RMB), marking the highest salary since he took over in 2014 [5] Potential Partnerships - Anthropic is reportedly in discussions with Google for a cloud computing service agreement that could be worth hundreds of billions of dollars [6] - Following this news, Google's stock rose over 2% after a previous decline due to OpenAI's AI browser release [6]

至此，据《国际金融报》记者统计，年内已有24家上市公司被险资举牌，合计举牌次数达32次，追平过 去四年——2021年（1次）、2022年（5次）、2023年（6次）、2024年（20次）举牌次数的总和。 险资举牌潮此起彼伏。 10月21日，中邮保险发布公告称，公司通过沪港通从港股二级市场买入中国通号H股股票，持股比例增 至5.17%。根据香港市场规则，触及举牌线。 斥资1445万港元 保险公司举牌上市公司股票，是指保险公司持有或者与其关联方及一致行动人共同持有一家上市公司已 发行股份的5%，以及之后每增持5%时，按照相关法律法规规定，在3日内通知该上市公司并予以公告 的行为。 港交所股权披露信息显示，中邮保险此番增持中国通号H股，每股作价3.6173港元，共计耗资1445.11万 港元。 以交易日中国通号港股收盘价和当日日终港元对人民币汇率为基准，中邮保险持有中国通号股票的账面 余额约为3.37亿元，占该公司2025年二季度末总资产的比例为0.049%，符合监管要求。 在管理方式上，中邮保险将本次投资纳入权益类投资管理。受托管理人中邮保险资管将密切关注企业的 经营状况及市场后续反应，不排除在后期继续追加投资的 ...

10月21日，中邮人寿保险股份有限公司（下称"中邮人寿"）公告显示，公司于10月14日在港股二级市场 买入中国通号（03969.HK）H股股票399.5万股，增持后持股比例由4.97%突破至5.17%，触发H股举 牌。 这是中邮人寿在2025年内的第三次举牌动作。此前，该公司已先后举牌东航物流（601156.SH）、绿色 动力环保（01330.HK）两家上市公司，聚焦基建、环保和交通板块。 时代周报记者据中国保险行业协会官网数据统计，年内险资举牌上市公司已达32次。 中国城市发展研究院投资部副主任袁帅对时代周报记者表示，本轮举牌潮，是保险机构顺应市场、政策 变化，根据自身需求作出的理性选择，旨在实现资产稳健增值与企业可持续发展。在投资领域上，更加 聚焦于具有稳定收益和长期发展前景的行业，如基建、环保等；在投资方式上，更加注重与企业的长期 合作和战略协同，而不仅仅是短期的财务投资。 此外，中邮人寿于近日完成工商变更，注册资本由286.63亿元提升至326.43亿元，净增39.8亿元。增资 后，中邮人寿注册资本在寿险行业中的排名跃升至第四位，仅次于瑞众人寿（565亿元）、平安人寿 （338亿元）及中汇人寿（332 ...

红利板块逆势上涨，截至收盘，中证红利低波动指数上涨0.6%，中证红利指数、恒生港股通高股息低波动指数、中证红利价值指数均上涨0.1%。Wind数据 显示，截至昨日，红利ETF易方达（515180）月内"吸金"近10亿元。 日前，红利ETF易方达（515180）发布分红公告，每10份基金份额分红0.61元，权益登记日为10月20日，现金红利发放日为10月24日。Wind数据显示，该 ETF已连续6年进行分红，累计分红金额超10亿元。 | 红利ETF易方达 ( | | | | | | --- | --- | --- | --- | --- | | 跟踪中证红利指数 | | | | | | 该指数由100只现金股息率高、分红 | マ日 | 该指数 | 该指数自2013年 | 该指 | | 较为稳定,并具有一定规模及流动 | 该指数涨跌 | 滚动市盈率 | 以来估值分位 | | | 性的股票组成,反映高股息率A股上 | | | | | | 市公司股票的整体表现,银行、煤 | | | | | | 炭、交通运输行业合计占比近55%, | 0. 1% | 8.3倍 | 72. 8% | 4 | | 其中银行行业占比较高 | ...

人民财讯10月22日电，四川成渝（601107）10月22日公告，公司间接控股子公司四川成渝兴蜀供应链管 理有限公司("兴蜀供应链公司")与四川交建陵州建设有限公司("交建陵州建设")天眉乐高速公路项目LM 项目经理部("采购方")签署《砂石采购合同》，由兴蜀供应链公司向其供应机制砂、碎石等砂石材料。 交易总金额预计不超过1亿元(含税)。交建陵州建设为公司的关联人。 ...

人民财讯10月22日电，大众交通（600611）10月22日于互动平台表示，截至目前，公司未涉及充换电业 务。 ...